Tim Sullivan BEc. CFP SA FIN / Principal Adviser
Tim is the Founder and Principal Adviser of Wealth Advantage, establishing the firm in 2011. Throughout the past 20 years, Tim has held various senior leadership roles in banking, financial planning and funds management. Tim experienced much success as the State Manager for NAB Financial Planning for a number of years, leading a team of 150 financial planners. He imparted to them his client first attitude and personal approach to understanding and prioritising the needs of clients.
Further developing his leadership experience as the General Manager of Retail Banking in Western Australia for NAB, Tim lead over 500 staff throughout the difficult global financial crisis. Whilst enjoying success within this role, Tim missed the interaction with his clients and knew it was time to take what he’d learnt at NAB and establish Wealth Advantage.
Tim holds a Bachelor of Economics from the University of Sydney, a Graduate Diploma in Applied Finance and a Diploma in Financial Planning. Tim was recently awarded his Certified Financial Planner (CFP) designation from the Financial Planning Association. This designation is the highest in financial planning, coupled with a commitment to the highest ethical standards and is recognised in 26 countries worldwide.
Tim is married to tennis professional Alicia Molik and together they are busy with their two children. Alicia is enjoying her involvement in tennis and continuing her pursuit to further develop the sport in Western Australia.
Noreen Les / Financial Adviser
Noreen Les brings over 25 years’ experience in superannuation administration and compliance. Her in-depth knowledge and technical expertise is highly regarded in the industry.
Noreen has a Graduate Diploma in Financial Planning, is a member of the Financial Planning Association and registered with the Tax Practitioners Board.
Sarah Ring / Client Services Manager
Sarah is part of our Client Service Management team and brings many years of experience in the service industry. Sarah has worked in a number of different industries and has always been recognised for her commitment and service ethic.
A busy mother of three, Sarah enjoys netball, cricket and the great outdoors.